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Thomas Lee Batcha

Jfg Family Office

Denver, CO

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Current Employers
Jfg Family Office

1144 Fifteenth Street Suite 3950, Denver, CO 80202 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2022-07-27
  • CO RA
    APPROVED
    Since 2022-07-27

Branch Locations

1144 Fifteenth Street Suite 3950, Denver, CO 80202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Optimal Capital Advisors Traverse City MI 05/2016 06/2018
Optimal Capital Advisors Traverse City MI 06/2018 07/2022
Johnson Financial Group Llc Denver CO 07/2022 04/2024
Jfg Wealth Management, Llc Denver CO 07/2022 04/2024
Johnson Financial Group Llc Dba Jfg Family Office Denver CO 04/2024 Present
Jfg Wealth Management Llc Denver CO 04/2024 12/2025
  • 05/2016 → 06/2018
    Optimal Capital Advisors
    Traverse City, MI
  • 06/2018 → 07/2022
    Optimal Capital Advisors
    Traverse City, MI
  • 07/2022 → 04/2024
    Johnson Financial Group Llc
    Denver, CO
  • 07/2022 → 04/2024
    Jfg Wealth Management, Llc
    Denver, CO
  • 04/2024 → Present
    Johnson Financial Group Llc Dba Jfg Family Office
    Denver, CO
  • 04/2024 → 12/2025
    Jfg Wealth Management Llc
    Denver, CO
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-12-20
  • S65 Uniform Investment Adviser Law Examination
    2018-12-20
Other Names
  • Tommy Lee Batcha

View on SEC IAPD

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